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About Us

Based in beautiful Southern California Wine Country, Calculated Insurance was founded in 2006 and incorporated in 2009.

We are focused on assisting individuals, families and small businesses gain the tools and knowledge necessary to make educated decisions.

Though we offer a wide range of services, we primarily assist clients with:

• Retirement Planning
• College Funding
• Fixed Annuities
• Life Insurance
• Long Term Care
• Disability Insurance

As a private and independent company, we are supported by a knowledgeable, dedicated staff, with offices and licensed representatives throughout the United States. Operating as an independent company allows us to utilize a multitude of top rated Life Insurance, Annuity, and Supplemental Benefit companies to provide the most cost effective, beneficial solutions to the clients we serve.

We are committed to our "no pressure","non salesy", "personalized" strategic planning process.

Our core principals are:

• Integrity
• Professionalism
• Dedication
• Passion
• Fiduciary Duty

If you would like additional information about Calculated Insurance Services Inc., our services, or one of our independent representatives, please Contact Us anytime.